Sustainable Insight Capital Management’s IBM IBM Stock Holding History

Sustainable Insight Capital Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,557	Closed	-$202K	–	132
2022 Q1	$202K	Buy	+1,557	New	+$203K	0.14%	119
2021 Q4	–	Sell	-1,509	Closed	-$200K	–	131
2021 Q3	$200K	Sell	1,509 -75	-5%	-$10K	0.13%	112
2021 Q2	$222K	Sell	1,584 -16	-1%	-$2.19K	0.13%	115
2021 Q1	$204K	Sell	1,600 -314	-16%	-$37.6K	0.14%	111
2020 Q4	$230K	Buy	+1,914	New	+$221K	0.16%	91
2018 Q2	–	Sell	-2,960	Closed	-$434K	–	81
2018 Q1	$434K	Buy	+2,960	New	+$448K	0.17%	55
2017 Q2	–	Sell	-13,284	Closed	-$2.21M	–	54
2017 Q1	$2.21M	Buy	+13,284	New	+$2.23M	1.1%	23

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sustainable Insight Capital Management's IBM Position: Q2 2022 in Review

Sustainable Insight Capital Management sold out of IBM (IBM) in Q2 2022, closing a stake of 1,557 shares — an estimated $202K sold.

Sustainable Insight Capital Management first reported a position in IBM in Q1 2017 and held it in 7 quarters. The position peaked at $2.21M in Q1 2017. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Sustainable Insight Capital Management reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
Sustainable Insight Capital Management sold 1,557 IBM shares in Q2 2022, an estimated $202K.
Sustainable Insight Capital Management first reported a position in IBM in Q1 2017 and held it in 7 quarters.
Sustainable Insight Capital Management's IBM position peaked at $2.21M in Q1 2017.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2022, filed 8 Aug 2022.